2651 rfsa

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Mantis 0002651 (Acc Report: Misc) Add feature to filter by charge codes
Mantis 0002651 (Acc Report: Misc) Add feature to filter by charge codes
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Accounting MO would like to be able to run a report by charge codes.
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Accounting MO would like to be able to run a report by charge code.  The information required to show is this report is the same as Main Menu > Acc > Reports > Profit/Loss for Multiple CTs, so we would like to add an additional filter to this already existing report.  However, when the Charge Codes are not needed, we want this report to run the way it currently does.  We need a way to be able to tell the system to include charge codes on this report and then to tell the system if we want to include all charge codes or just selected charge codes.
===Business requirements===
===Business requirements===
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Adding an option to include a charge code filter within this report. (Main Menu > Acc > Reports > Profit/Loss for Multiple CTs.)
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The report should be able to run a single charge code or multiple charge codes
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Adding Charge Code's filter with a drop down and option for multiple selections.
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The report should be downloadable to excel.
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Column Heading should show CC for Charge Code and the 4 digit charge code number. Example: CC 1111
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The filers and output that should be offered are the similar to Main Menu > Acc > Reports > Profit/Loss for Multiple CTs '''and''' Main Menu > Acc > Reports > Search Invoices combined together.  Changing the following
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The columns should displays the dollar amount billed using the specified charge code.
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Profit/Loss for Multiple CTs > Date Type - Instead of sailing date - Point of revenue recognition date.
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If multiple charge codes are selected, each charge code should have its own column.
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Profit/Loss for Multiple CTs > Date Type - Instead of issued date - Invoice issued date
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Each column should be added at the bottom for a total amount invoiced under each charge code (the SUM of all charges in that column).
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Adding Charge Code's filter
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This should show for each sales invoices, purchase invoices, and internal invoices.  displaying on the spreadsheet before the total's sales, purchases, internal. 
 +
These dollar amounts should not interfere with the totals (USD Sales).  So the USD Profit/loss should continue to SUM as it currently does (considering the USD Sales and USD Purchase) - without being effected by these new or added columns.
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===Report Filters===
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===Suggestions / Examples ===
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Date type filter > Radio button
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Add a radio button search charge codes
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*Point of revenue recognition date
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*Invoice issued date
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*CT created date
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Date > Radio Button
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'''When radio button is selected:'''
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*Month and year
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*date range
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Output Type > Radio Button
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Add a filter with drop down selection for charge codes to the Main Menu > Acc > Reports > Profit/Loss for Multiple CTs. 
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*summary
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*detailed
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Note:  All of the above should be selected by a radio button
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This filter should allow multiple selections.
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Client Company
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If charge code radio button is selected and no selection is made (filter is empty), then the report should display a charge code column for every charge code used within each CT record.
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Shipper
 
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Consignee
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[[File:Radio button Search Charge Code selected.JPG]]
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Bill to Party
 
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Vendor
 
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Transportation mode
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'''When radio button is not selected:'''
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Invoice Type
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No Charge code filter should display in CT edit screen, on results screen, or on the downloaded excel sheet.
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Receiving office
 
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Issuing office
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[[File:Radio button Search Charge Code.JPG]]
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Charge Codes
 
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Note:  All of the should be selected by drop down and operators should be able to make multiple selections.
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====Example of output ====
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Output should show as below when charge code filters are selected:
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=== Buttons ===
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[[File:Charge code report output.JPG]]
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* Go back > go back to the previous page
 
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* Reset Form > clear all filter
 
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* Generate Result > HTML result(s) with CT#links, Invoice#links, and paging
 
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** Go back > go back to the previous page
 
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** Edit > edit record by selecting record that need to be edited
 
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** Remove > remove record by selecting record that need to be removed
 
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** Download to Excel > Excel report with CT# links and Invoice#links
 
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**With paging and sorting for all reports
 
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===Output===
 
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===Examples===
 
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Output would be shown:
 
</div>
</div>

Current revision as of 22:01, 20 January 2011


Contents

[edit] Info

Mantis 0002651 (Acc Report: Misc) Add feature to filter by charge codes

Accounting MO would like to be able to run a report by charge code. The information required to show is this report is the same as Main Menu > Acc > Reports > Profit/Loss for Multiple CTs, so we would like to add an additional filter to this already existing report. However, when the Charge Codes are not needed, we want this report to run the way it currently does. We need a way to be able to tell the system to include charge codes on this report and then to tell the system if we want to include all charge codes or just selected charge codes.

[edit] Business requirements

Adding an option to include a charge code filter within this report. (Main Menu > Acc > Reports > Profit/Loss for Multiple CTs.)

Adding Charge Code's filter with a drop down and option for multiple selections.

Column Heading should show CC for Charge Code and the 4 digit charge code number. Example: CC 1111

The columns should displays the dollar amount billed using the specified charge code.

If multiple charge codes are selected, each charge code should have its own column.

Each column should be added at the bottom for a total amount invoiced under each charge code (the SUM of all charges in that column).

This should show for each sales invoices, purchase invoices, and internal invoices. displaying on the spreadsheet before the total's sales, purchases, internal.

These dollar amounts should not interfere with the totals (USD Sales). So the USD Profit/loss should continue to SUM as it currently does (considering the USD Sales and USD Purchase) - without being effected by these new or added columns.

[edit] Suggestions / Examples

Add a radio button search charge codes

When radio button is selected:

Add a filter with drop down selection for charge codes to the Main Menu > Acc > Reports > Profit/Loss for Multiple CTs.

This filter should allow multiple selections.

If charge code radio button is selected and no selection is made (filter is empty), then the report should display a charge code column for every charge code used within each CT record.


File:Radio button Search Charge Code selected.JPG


When radio button is not selected:

No Charge code filter should display in CT edit screen, on results screen, or on the downloaded excel sheet.


File:Radio button Search Charge Code.JPG


[edit] Example of output

Output should show as below when charge code filters are selected:

File:Charge code report output.JPG


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